Financial Consulate’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Financial Consulate’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$36.9M	Buy	749,383 +10,690	+1%	+$530K	4.1%	7
2026 Q2	$37.1M	Buy	738,693 +32,744	+5%	+$1.65M	4.13%	7
2026 Q1	$35.3M	Buy	705,949 +148,345	+27%	+$7.38M	4.39%	7
2025 Q4	$27.6M	Buy	557,604 +64,482	+13%	+$3.22M	3.77%	7
2025 Q3	$25M	Buy	493,122 +24,695	+5%	+$1.24M	3.53%	8
2025 Q2	$23.5M	Buy	468,427 +20,259	+5%	+$1.01M	4.65%	8
2025 Q1	$22.4M	Buy	448,168 +13,275	+3%	+$652K	5.65%	6
2024 Q4	$21.1M	Buy	434,893 +5,969	+1%	+$292K	5.58%	7
2024 Q3	$21.2M	Buy	428,924 +23,093	+6%	+$1.12M	5.62%	7
2024 Q2	$19.7M	Buy	405,831 +9,008	+2%	+$433K	5.77%	7
2024 Q1	$19M	Buy	396,823 +18,641	+5%	+$887K	5.62%	7
2023 Q4	$18M	Buy	378,182 +2,313	+0.6%	+$110K	5.91%	7
2023 Q3	$17.8M	Sell	375,869 -6,103	-2%	-$288K	7.85%	6
2023 Q2	$18.1M	Buy	381,972 +3,861	+1%	+$184K	7.68%	6
2023 Q1	$18.1M	Buy	378,111 +12,236	+3%	+$576K	6.31%	5
2022 Q4	$17.1M	Buy	365,875 +12,567	+4%	+$599K	5.97%	4
2022 Q3	$17M	Buy	+353,308	New	+$17.5M	7.17%	3

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Financial Consulate's VTIP Position: Q3 2026 in Review

Financial Consulate increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q3 2026, buying an estimated $530K and bringing the position to 749,383 shares worth $36.9M. The position accounts for 4.1% of the portfolio, ranked #7.

Financial Consulate first reported a position in VTIP in Q3 2022 and has held it in 17 quarters since. The position peaked at $37.1M in Q2 2026. 284 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Financial Consulate held 749,383 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $36.9M as of Q3 2026.
Financial Consulate bought 10,690 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $530K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.1% of Financial Consulate's portfolio in Q3 2026, its #7 holding.
Financial Consulate first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 17 quarters since.
Financial Consulate's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $37.1M in Q2 2026.
284 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.